Account Type******** ***Account Owner****** *****Account Opps/Deals***** ****Closed Won • Jan 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Collective AdvisorsManaging Partner, Senior Wealth AdvisorOct 20 - PresentEchelon AdvisorsCo-Founder & CEOAug 17- Oct 20Upstream Investment Partners LlcPrivate Wealth Manager, CFP®, AIF®Jan 14- Aug 17
Michael FinnSenior Associate Equity ResearchView Profile, Michael FinnFiorela AhmetiSenior AccountantView Profile, Fiorela AhmetiTyler MessengerSenior Financial AnalystView Profile, Tyler Messenger